| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 7.3% | $2,498,899,366 | 42,189,758 | BlackRock, Inc. | 31 Dec 2024 |
As of 31 Dec 2025, 427 institutional investors reported holding 250,409,818 shares of SUN LIFE FINANCIAL INC - Common Stock (SLF). This represents 43% of the company’s total 577,941,890 outstanding shares.
The largest institutional shareholders of SUN LIFE FINANCIAL INC - Common Stock (SLF) together control 35% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | 7.8% | 45,298,133 | -10% | 0.5% | $2,826,604,000 |
| VANGUARD GROUP INC | 4.5% | 25,884,084 | +2.1% | 0.02% | $1,615,788,059 |
| TD Asset Management Inc | 2.7% | 15,344,924 | -2.4% | 0.77% | $959,148,706 |
| BANK OF MONTREAL /CAN/ | 1.8% | 10,333,278 | +5.3% | 0.26% | $645,057,226 |
| 1832 Asset Management L.P. | 1.8% | 10,208,238 | +0.3% | 0.81% | $636,994,051 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.3% | 7,651,567 | -4% | 0.39% | $478,643,529 |
| CIBC WORLD MARKET INC. | 1.2% | 6,698,719 | +34% | 0.75% | $418,201,027 |
| NORGES BANK | 1.1% | 6,376,216 | 0.04% | $398,036,743 | |
| NATIONAL BANK OF CANADA /FI/ | 1.1% | 6,318,169 | -12% | 0.4% | $393,840,820 |
| TORONTO DOMINION BANK | 1.1% | 6,241,385 | +7.9% | 0.69% | $389,623,849 |
| MACKENZIE FINANCIAL CORP | 1.1% | 6,208,589 | -32% | 0.46% | $388,330,865 |
| BANK OF NOVA SCOTIA | 1% | 5,991,249 | +27% | 0.55% | $373,984,009 |
| Federation des caisses Desjardins du Quebec | 0.96% | 5,574,031 | -1.3% | 1.3% | $347,837,445 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.96% | 5,529,609 | +6.7% | 0.02% | $353,181,445 |
| FMR LLC | 0.93% | 5,373,177 | +0.1% | 0.02% | $335,414,925 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.86% | 4,980,720 | +32% | 0.21% | $310,922,586 |
| MORGAN STANLEY | 0.68% | 3,952,646 | +87% | 0.01% | $246,645,125 |
| Legal & General Group Plc | 0.67% | 3,896,312 | +0.95% | 0.05% | $243,541,964 |
| SCOTIA CAPITAL INC. | 0.57% | 3,274,447 | -0.89% | 0.82% | $204,208,642 |
| LETKO, BROSSEAU & ASSOCIATES INC | 0.56% | 3,208,223 | +0.41% | 3.3% | $200,532,954 |
| Beutel, Goodman & Co Ltd. | 0.55% | 3,173,364 | -26% | 1.2% | $198,353,000 |
| Connor, Clark & Lunn Investment Management Ltd. | 0.48% | 2,748,278 | -25% | 0.45% | $171,545,246 |
| JPMORGAN CHASE & CO | 0.45% | 2,589,180 | -5.3% | 0.01% | $161,564,901 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.39% | 2,245,209 | +123% | 0.02% | $140,338,868 |
| TD Waterhouse Canada Inc. | 0.38% | 2,187,623 | +11% | 0.85% | $136,437,624 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 250,409,818 | $15,716,489,811 | +$37,350,782 | $62.40 | 427 |
| 2025 Q3 | 251,185,126 | $15,121,966,696 | -$986,652,159 | $60.03 | 430 |
| 2025 Q2 | 264,451,608 | $17,597,668,171 | +$541,202,758 | $66.45 | 441 |
| 2025 Q1 | 256,559,337 | $14,718,493,888 | -$304,202,947 | $57.26 | 414 |
| 2024 Q4 | 262,042,373 | $15,553,936,509 | -$475,976,364 | $59.34 | 429 |
| 2024 Q3 | 270,834,842 | $15,703,840,495 | +$178,361,927 | $58.02 | 413 |
| 2024 Q2 | 268,395,120 | $13,154,916,138 | -$336,339,498 | $48.99 | 389 |
| 2024 Q1 | 267,470,701 | $14,560,890,385 | +$14,895,892 | $54.58 | 409 |
| 2023 Q4 | 269,742,208 | $13,998,054,295 | +$201,170,563 | $51.86 | 389 |
| 2023 Q3 | 266,036,162 | $12,988,236,675 | -$49,681,465 | $48.80 | 367 |
| 2023 Q2 | 267,727,622 | $13,960,007,682 | -$167,921,627 | $52.12 | 369 |
| 2023 Q1 | 270,172,507 | $12,619,414,140 | -$2,860,259 | $46.70 | 369 |
| 2022 Q4 | 255,761,161 | $11,872,697,803 | -$184,589,152 | $46.42 | 351 |
| 2022 Q3 | 271,750,177 | $10,869,110,194 | -$399,804,546 | $39.76 | 346 |
| 2022 Q2 | 281,099,084 | $12,902,811,865 | +$260,982,051 | $45.81 | 339 |
| 2022 Q1 | 277,068,418 | $15,474,302,350 | -$154,785,495 | $55.83 | 345 |
| 2021 Q4 | 279,787,181 | $15,587,506,602 | -$276,860,730 | $55.69 | 338 |
| 2021 Q3 | 276,263,240 | $14,226,255,819 | +$271,613,786 | $51.45 | 307 |
| 2021 Q2 | 271,516,063 | $14,001,407,769 | +$253,889,277 | $51.54 | 309 |
| 2021 Q1 | 263,569,159 | $13,327,242,405 | +$316,557,393 | $50.54 | 333 |
| 2020 Q4 | 259,653,005 | $11,573,400,765 | -$157,963,665 | $44.45 | 335 |
| 2020 Q3 | 267,504,177 | $10,897,923,134 | +$50,155,117 | $40.73 | 297 |
| 2020 Q2 | 266,861,076 | $9,781,340,521 | +$305,841,339 | $36.74 | 290 |
| 2020 Q1 | 258,582,348 | $8,259,997,977 | -$67,046,087 | $32.08 | 289 |
| 2019 Q4 | 259,764,636 | $11,836,685,796 | +$100,243,667 | $45.58 | 310 |
| 2019 Q3 | 257,665,140 | $11,530,021,826 | +$536,362,437 | $44.76 | 295 |
| 2019 Q2 | 243,322,982 | $10,066,936,217 | -$198,112,352 | $41.36 | 290 |
| 2019 Q1 | 247,629,296 | $9,513,778,117 | +$34,111,220 | $38.41 | 295 |
| 2018 Q4 | 247,220,955 | $8,196,733,845 | -$208,534,223 | $33.18 | 290 |
| 2018 Q3 | 250,375,883 | $9,946,725,798 | -$96,869,312 | $39.75 | 303 |
| 2018 Q2 | 251,355,333 | $10,092,443,959 | -$284,980,103 | $40.14 | 295 |
| 2018 Q1 | 258,516,842 | $10,613,833,178 | +$390,171,690 | $41.08 | 292 |
| 2017 Q4 | 249,199,742 | $10,291,012,145 | +$129,114,296 | $41.26 | 291 |
| 2017 Q3 | 251,664,858 | $10,002,071,690 | -$78,588,051 | $39.82 | 266 |
| 2017 Q2 | 251,376,311 | $8,978,445,444 | -$276,633,842 | $35.75 | 256 |
| 2017 Q1 | 260,488,196 | $9,507,564,373 | -$152,818,689 | $36.54 | 258 |
| 2016 Q4 | 262,169,079 | $10,066,944,832 | -$5,661,681 | $38.41 | 265 |
| 2016 Q3 | 259,393,427 | $8,437,913,263 | +$203,254,440 | $32.54 | 237 |
| 2016 Q2 | 254,018,242 | $8,325,735,961 | -$95,773,570 | $32.82 | 243 |
| 2016 Q1 | 249,989,323 | $8,072,986,614 | -$145,980,788 | $32.27 | 236 |
| 2015 Q4 | 265,263,588 | $8,273,878,276 | -$69,318,173 | $31.19 | 235 |
| 2015 Q3 | 267,582,924 | $8,621,936,808 | +$208,667,046 | $32.25 | 222 |
| 2015 Q2 | 261,486,624 | $8,735,897,585 | +$13,004,998 | $33.40 | 223 |
| 2015 Q1 | 260,781,268 | $8,035,818,596 | +$251,497,534 | $30.82 | 219 |
| 2014 Q4 | 260,918,171 | $9,489,610,621 | -$183,357,968 | $36.07 | 220 |
| 2014 Q3 | 265,728,302 | $9,664,247,483 | -$29,598,935 | $36.27 | 208 |
| 2014 Q2 | 267,748,248 | $9,867,827,592 | -$55,616,630 | $36.72 | 211 |
| 2014 Q1 | 268,826,500 | $9,371,746,177 | +$225,465,610 | $34.63 | 213 |